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19th Aug 2022 08:59Emerging Asia, Daily Monitor, Weekly Monitor
Tourism in ASEAN is skyrocketing, and we see no reason to panic over Thailand’s underperformance.
Visitors from China aren’t entirely M.I.A., but their near-absence ultimately will impose a hard ceiling.
We maintain that a pause by the BSP is imminent, despite last week’s continued tightening in policy.
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